Our Latest Feature: Build Dashboards, Reports, and Bots with Best Practice Templates!
At MSPbots, we’re all about empowering MSPs with the tools they need to make data-driven decisions and streamline business processes. That’s why we’re thrilled to announce a game-changing feature designed to simplify dashboard, report, and bot creation process (with best practices in mind!).
Best Practices Tab: Ready-Made Insights at Your Fingertips
If you’ve ever wondered what other MSPs are reporting on and automating, you’re not alone. Our new Best Practices Tab takes the guesswork out of it. We’ve curated a library of dashboard, report, and bot templates so you can hit the ground running without spending hours building from scratch.
These templates are built using data from the most popular PSA and RMM platforms, ensuring you have everything you need to make data-driven decisions quickly and effectively.
Feature Highlights
Dashboards: Built for popular PSAs like ConnectWise PSA, HaloPSA, and Autotask, our best practices dashboards include: Service Desk Monitoring, Technician Performance, Ticket Statistics, Projects Overview, and Sales Success Metrics. NOTE: some metrics may vary based on your PSA. We’ve identified these as top dashboards used by our partners and have made them more accessible than ever. We’ve also added the most popular RMM dashboards like Machine / Device monitoring, workstation status overview, and server status overview for ConnectWise Automate and NinjaOne.
Reports: Reports such as client monthly and quarterly service reports are available so you can easily prepare detailed reports for customers that foster trust. An internal service report is also available, giving you and your team the ability to quickly recognize what needs to be improved, and what can be optimized. On the RMM side, a Machines / Devices Overview Client Report is available, making it easy to provide a thorough overview of server performance.
Bots: Lastly, bots are available to ensure you can build accountability into your processes. Bots like Ticket in Progress too long, Insufficient Time Entry, Time Sheet Submission reminders, Servers Offline >10 minutes, and more can be easily implemented to deliver bot automation that streamlines the responsibilities of a service manager so they can focus on more important tasks.
By using these pre-built templates, you can focus on analyzing and optimizing instead of building from scratch. Already a MSPbots client wanting to learn more? Check out this article.
Let’s Get Started
We’re excited to bring these tools to the MSP community and can’t wait to see how you use them to optimize your operations. Whether you’re looking to save time, improve billing accuracy, or automate your workflows, MSPbots has you covered.
Ready to dive in? Check out the new features today or schedule a demo with our team to see how they will help your business quickly access the data you need!
